Zions Bancorporation’s Vertex VERX Stock Holding History

Zions Bancorporation’s Portfolio VERX Stock Details VERX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-382	Closed	-$5.54K	–	1036
2022 Q4	$5.54K	Buy	+382	New	+$6.1K	﹤0.01%	833

Other funds holding VERX

TCM

Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return

Zions Bancorporation's VERX Position: Q1 2023 in Review

Zions Bancorporation sold out of Vertex (VERX) in Q1 2023, closing a stake of 382 shares — an estimated $5.54K sold.

Zions Bancorporation first reported a position in VERX in Q4 2022 and held it in 1 quarter. The position peaked at $5.54K in Q4 2022. 129 funds tracked by Wall St. Rank hold VERX as of Q1 2023.

Zions Bancorporation reported no remaining Vertex position as of Q1 2023 after selling out during the quarter.
Zions Bancorporation sold 382 Vertex shares in Q1 2023, an estimated $5.54K.
Zions Bancorporation first reported a position in Vertex in Q4 2022 and held it in 1 quarter.
Zions Bancorporation's Vertex position peaked at $5.54K in Q4 2022.
129 funds tracked by Wall St. Rank held Vertex as of Q1 2023.

Based on Zions Bancorporation's 13F filing for Q1 2023, filed 10 May 2023.